Documentation Specialist – Health Care

Pinnacle Home Care

. Work from home in a hybrid role with minimal local travel to referral partner offices.

Posted 9/29/2026full-timeNaples • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong relationship-building skills with referral partners and excels in managing documentation and order processes while ensuring compliance with HIPAA regulations. Proficient in utilizing EMR systems and MS Office to maintain data integrity and support efficient operations.

Highest-signal resume keywords

EMR System ExperienceHIPAA ComplianceMS Office ProficiencyExcellent Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementOrder ProcessingDocumentationTyping SkillsMultitasking

Soft Skills

Time ManagementProblem SolvingProfessional CommunicationDeadline Orientation

Tools & Technologies

Smartsheet

Industry Keywords

Referral PartnersPatient CareDocumentation Compliance

About the role

Key responsibilities & impact

Work from home in a hybrid role with minimal local travel to referral partner offices.
Develop relationships with referral partners, learn each account’s referral patterns, and determine preferred delivery methods.
Update and manage delivery methods as necessary.
Travel regularly to referral partner offices to obtain signatures for current or outstanding orders.
Obtain outstanding paperwork when a CC is no longer working within the agency or branch.
Monitor, research, and correct physician information on profile pages.
Submit Smartsheet requests for changes to assigned referral sources and other information requiring updates.
Document daily work performed to obtain current or outstanding orders, including date, action, and follow-up date.
Follow up on the previous week’s activity.
Assist with order escalations by working with the home office, referral partners, and CCs.
Participate in meetings regarding outstanding F2F, hand-carry orders, escalations, and plans to obtain missing documents.
Print and prepare orders for each CC and discuss weekly signature-obtainment plans.
Send outstanding orders, F2F, and hand-carry orders to CCs for signature collection during referral-source visits.
Run weekly F2F and orders reports and work with CCs to complete orders within 14 days or according to the patient’s case.
Review potential write-off accounts with RDS and determine resolution or write-off submission plans.
Communicate professionally with all departments to resolve outstanding orders.
Respond promptly to inquiries and resolve concerns or discrepancies.
Comply with HIPAA regulations on all accounts.

Requirements

What you’ll need

Must currently live under 1 hour from Naples, FL
Must have a high school diploma or equivalent.
Must have previous experience working with an EMR system.
Excellent communication, organizational, and time management skills.
Advanced typing and computer skills (MS Office).
Ability to multitask across multiple software systems while maintaining data integrity.
Excels in a deadline-driven environment.
Ability to remain productive when faced with high workloads and deadlines.
Ability to comply with HIPAA regulations on all accounts.

Benefits

Comp & perks

Personalized, One-on-One Care: Help patients heal and regain their independence by delivering individualized care in the comfort of their homes.
Growth & Stability: Over two decades as Florida’s largest independent home health agency.
Ongoing Professional Development: Free Continuing Education Units (CEUs) to support licensure and career advancement.
Employee referral program where you can earn rewards.
Ranked as a USA Today Top Workplace.
Flexible Scheduling: Enjoy a schedule that aligns with your personal priorities.
Supportive & Fun Culture: Join a collaborative, forward-thinking team that values both professional excellence and personal fulfillment.